Novartis shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Novartis (NVS) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Novartis
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Quarterly reported holdings in Novartis by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $971k | 10k | 96.73 |
| 2023-12-31 | $943k | 9.3k | 100.97 |
| 2023-09-30 | $923k | 9.1k | 101.86 |
| 2023-06-30 | $810k | 8.0k | 100.91 |
| 2023-03-31 | $738k | 8.0k | 92.00 |
| 2022-12-31 | $709k | 7.8k | 90.72 |
| 2022-09-30 | $588k | 7.7k | 76.05 |
| 2022-06-30 | $693k | 8.2k | 84.56 |
| 2022-03-31 | $649k | 7.4k | 87.80 |
| 2021-12-31 | $658k | 7.5k | 87.50 |
| 2021-09-30 | $605k | 7.4k | 81.85 |
| 2021-06-30 | $712k | 7.8k | 91.25 |
| 2021-03-31 | $718k | 8.4k | 85.50 |
| 2020-12-31 | $754k | 8.0k | 94.46 |
| 2020-09-30 | $827k | 9.5k | 86.92 |
| 2020-06-30 | $818k | 9.4k | 87.37 |
| 2020-03-31 | $754k | 9.1k | 82.43 |
| 2019-12-31 | $866k | 9.1k | 94.68 |
| 2019-09-30 | $792k | 9.1k | 86.92 |
| 2019-06-30 | $833k | 9.1k | 91.30 |
| 2019-03-31 | $880k | 9.2k | 96.16 |
| 2018-12-31 | $780k | 9.1k | 85.84 |
| 2018-09-30 | $780k | 9.1k | 86.11 |
| 2018-06-30 | $935k | 12k | 75.53 |
| 2018-03-31 | $1.0M | 13k | 80.87 |
| 2017-12-31 | $1.0M | 12k | 83.95 |
| 2017-09-30 | $1.1M | 12k | 85.81 |
| 2017-06-30 | $1.0M | 13k | 83.46 |
| 2017-03-31 | $983k | 13k | 74.25 |
| 2016-12-31 | $1.1M | 15k | 72.84 |
| 2016-09-30 | $1.2M | 15k | 78.99 |
| 2016-06-30 | $1.2M | 15k | 82.50 |
| 2016-03-31 | $1.1M | 15k | 72.45 |
| 2015-12-31 | $263k | 3.1k | 85.98 |
| 2015-09-30 | $271k | 2.9k | 92.08 |
| 2015-06-30 | $239k | 2.4k | 98.60 |